Scopes

1. Go to Site, Configurations, Scopes.

2. Select Create New.

3. Enter information about the scope:

   • Name: The name of the scope visible to administrators

   • Recipient Name: The name of the scope if made visible to recipients. Without a name, this field will be identical to the Name field.

   • Recipient Visible?: Select this option to make the scope visible to recipients

4. Select Create.

1. Go to Site, Configurations, Scopes.

2. Select a scope.

3. To edit the scope, make changes to the scope's properties, then select Update.

4. To delete the scope, select Delete This Scope.

Note: If you delete a scope, it doesn't deactivate or delete associated funds

System Administrators can view all users assigned to a particular scope for easy management.

1. Navigate to Site, Configurations, Scopes.

2. Select a scope.

3. Select the Associated Items tab.

From this page, you can see how many items are related to a scope. To update scopes on individual items, select the item and change its scope.

To save time, system administrators can also update multiple scopes:

1. Go to Stewardship, Funds, All Funds.

2. Select one or more funds.

3. At the bottom of the grid, select Act on Selected, Update Donor Fund Scopes.

4. Select one or more scopes to associate with your funds, then select Update Donor Funds.